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Reading the graph
Advisor at STORYBOOK FINANCIAL
CORALVILLE, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STORYBOOK FINANCIAL | State registered | Sep 10, 2019 | n/a | yes | CORALVILLE, IA | Current employment |
| ORIGIN INVESTMENT ADVISORY LLC | Independent wealth | Aug 31, 2022 | Apr 18, 2023 | no | SARASOTA, FL|CORALVILLE, IA | Previous registration |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Bd affiliated wealth | Nov 14, 2016 | Sep 3, 2019 | no | MINNEAPOLIS, MN|CEDAR RAPIDS, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORIGIN INVESTMENT ADVISORY LLC | n/a | Apr 18, 2023 | n/a | n/a | Departure no registered destination | Departure |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | STORYBOOK FINANCIAL | Sep 3, 2019 | Sep 10, 2019 | 7 | Firm change | Ibd to state RIA |